Financial Analysis & Reporting

Your health and welfare cost is likely one of your largest budget items within a fiscal year. We believe it is important to keep a close eye on the dollars being spent to ensure financial accuracy and quickly identify any “red flag” items that need immediate attention.

Our team consists of several financial experts with finance and underwriting backgrounds making them equipped to effectively manage your program financials and keep you informed accordingly. We are committed to staying on top of cost trends and patterns so that you are never surprised with how the program is running and are well supported with the documentation and sources you need to make decisions and plan appropriately.

IMPORTANT NOTE: This web site provides only a simplified description of coverage and is not a statement of contract. Coverage may not apply in all states. For complete details of coverage, conditions, limits and losses not covered, be sure to read the policy, including all endorsements, or prospectus, if applicable. Coverage cannot be bound, amended, or altered by leaving a message on, or relying upon, information in this website or through e-mail.